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Since the BKR Yahoo board appears to be semi-permanently screwed up, thought I'd post my thoughts here.

BKR is getting near its all-time highs now, and I'm not quite sure what to do with it. While it isn't super expensive here, it's not cheap either. Not sure what is driving the current rally. Thinking of selling a substantial portion and waiting for lower prices to buy back.

Current p/e around 20 is historically high for BKR, as is the p/b around 2.7. Would be much more comfortable buying or holding BKR under $20 than the current $27-28. The fact that they are a couple quarters late with the financials doesn't give me lots of warm fuzzies either.
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